US Savings Rate -- Update -- November, 2025, Data -- Posted February 11, 2026

Locator: 49962SAVINGS.

I don't recall when I last post the US Savings Rate. But after this morning's job report and the recent booming MMF figures, I was curious. 

Link here. If you look at the one-year or the three-year, the US savings rate might be concerning, but the five-year chart show nothing out of the ordinary.

Three-year:

Five-year: 

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Flashback

From May 6, 2025 

Locator: 48599ARCHIVES.

Noteworthy: even among war-time presidents, I can't think of any administration that has been more "amazing" than the current administration. Executive orders and judicial over-reach: SCOTUS has effectively put a stop to the craziness. 

US personal savings rates, link here:

Measles: number of measles in Texas now goes over 700 cases -- 702 cases 

• 91 with history of hospitalization
• two fatalities in children; neither had known underlying conditions

SCOTUS: with ruling on trans / military today, the US Supreme Court telegraphs how it plans to thread the needle. I don't follow the US judicial system to know the backstory, but I assume SCOTUS is taking a page from the playbook of bygone eras. Perhaps from the FDR era? 

NBA tonight -- it's going to be tough to "beat" last night's games. Tonight:

• Pacers vs Cavaliers, early game;
• Warriors vs Timberwolves, late game
• Steph Curry vs Minnesota

AMD delivered: nice report. Link here. Certainly doesn't feel like a recession.
data center revenue has grown at a 56% CAGR over the past four years; link here; 

PLTR: down 11% -- as low as 13% down --  today after absolutely crushing earnings ...

Super Micro: lowers guidance.

CHORD out with results. 

DEVON out with results.

• "stunning" drop of 5,000 bopd oil volumes quarter / quarter in their Delaware Basin as per today's earnings release;

BRK, 1Q25, link here. Has anyone really looked at this graphic?

Lucid: shares rise; "earnings were good enough."

Senator John Fetterman, trending. And not in a good way.

India and Pakistan: war breaking out? This never would have happened under a Biden presidency.
Canada / US: to see Indian-Pakistani conflict across the continent; many westerners will be shocked; the cost of mass immigration with zero assimilation.

China is in deep financial trouble and Trump knows it.So do "thinking" Democrats.

RFK, Jr.: I may be whistling past the graveyard, but my hunch is RFK, Jr, will cause no long-lasting damage to health care in the United States. I can imagine some good coming from his craziness. But again, I may be whistling past the graveyard.

Zuckerberg: Latest Californian Billionaire To Move To Florida To Avoid The Wealth Tax -- February 11, 2026

Locator: 49968CALIFORNIA. 
Locator: 49968TAXES. 

Link here. 

Really? How much time do these billionaires spend at their primary homes anyway? And how many homes do they have? Six months / year needed to establish residency.

Cramer's First Ten Minutes -- February 12, 2026

Locator: 49970CRAMER.

Miscellaneous

Jobs: prime-age labor force participation rate rose to 84% in January -- highest since March 2001 -- no typo -- since 2001 -- that's 24 years ago. A lot of those folks can now afford iPhones and MacBook Air laptops.  

I wonder if the chart aabove will help Steve Liesman sort out the data. From yesterday: 

Jobs reports was a stunner -- in a good way!  Blockbuster! Huge revision on the upside. 130K vs 55K. Way better than expected.

Unemployment rate drops from 4.4% to 4.3%. Average hourly earnings actually drops a bit. No wage inflation. Steve Liesman is confused. Probably greatly upset. Steve Liesman says "take the numbers with a grain of salt." Global GDP will take off; led by the US. CNBC is having trouble saying these are good numbers. Steve Liesman says we need to wait for another sample. It gets tedious. LOL. NYTimes jobs report here. Incredible amount of good news, surprising news.

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Cramer's First Ten Minutes 

Comments later.

Cramer is off today and wow, what a boring show when he's not on. Mike Santoli is really, really good but doesn't add much with the other two -- three clones. Cramer really plays off the other two nicely. So, done with that show at 8:21 and off the net and the business shows until late this afternoon. Good luck to everyone.

AAPL dividend paid today. 

Crawler today:

• all major indices green
• AMD: up $2
• MU: up $14
• CMI: up $10
• CSCO: down $6
• QCOM: up $1
• ORCL: up $1
• INTC: flat to slightly negative
• CAT: down $1
• TSM: up $6 

Last week at monthly Schwab luncheon: discussing bonds and difference between 3.4% and 3.3%. And that topic is held in rotation every four months. And how bonds should be a part of one's portfolio. 

META -- Indiana -- February 12, 2026

Locator: 49969LDC.
Locator: 49969META.  

Large data centers are tracked here. 

Beth. 

Evan. 

Yahoo!Finance. 

Lebanon, Indiana. On I-65 northwest of Indianapolis; direct shot to Chicago. 

$10 billion.

1 GW. That's the standard now. 

META will pay for all energy needs for 20 years.

Why META choose Lebanon, Indiana:

• available land in the LEAP (Limitless Exploration/Advanced Pace) District;
• robust utility capacity;
• significant state/local tax incentives;
• location supports rapid construction;
• near major infrastructure routes;

Thursday, February 12, 2026

Locator: 49968B. 

AI: making investing so much more interesting. Today, the META/Indiana headline. I can go directly to AI, ask the questions that I need answered. Much more efficient than reading AP stories. Reuters stories always have a paywall. Paywalls no longer matter. 

Apple: unexpected surge in iPhone 17 sales in China. Nice. Link here. AAPL paid its dividend today. 

META: Indiana. 

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Back to the Bakken

WTI: $64.33. Not doing anything until at least after the second a/c carrier gets there. Meeting between Netanyahu and Trump should be pretty much over; sort of like FDR and Churchill, I suppose. 

New wells reporting: 

• Friday, February 13, 2026: 20 for the month, 73 for the quarter, 73 for the year,
• 41353, conf, Hess, GO-Beck Living TR-156-98-2017H-2, 
• Thursday, February 12, 2026: 19 for the month, 72 for the quarter, 72 for the year, 
• None.

RBN Energy: efforts to plug orphaned oil and gas wells can help cut methane emissions too. Absolutely no interest.